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Beacon Investment Advisory Services’s Quest Diagnostics DGX Stock Holding History

Beacon Investment Advisory Services’s Portfolio DGX Stock Details DGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$65.7K Hold
310
– – ﹤0.01% 388
2026
Q1 		$60.8K Buy
+310
New +$60.2K ﹤0.01% 404
2020
Q4 		– Sell
-1,764
Closed -$202K – 278
2020
Q3 		$202K Buy
+1,764
New +$208K 0.01% 241

Other funds holding DGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Beacon Investment Advisory Services's DGX Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Quest Diagnostics (DGX) position steady in Q2 2026 at 310 shares worth $65.7K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Beacon Investment Advisory Services first reported a position in DGX in Q3 2020 and has held it in 3 quarters since. The position peaked at $202K in Q3 2020. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Beacon Investment Advisory Services held 310 shares of Quest Diagnostics worth $65.7K as of Q2 2026.
  • Beacon Investment Advisory Services left its Quest Diagnostics share count unchanged in Q2 2026.
  • Quest Diagnostics made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #388 holding.
  • Beacon Investment Advisory Services first reported a position in Quest Diagnostics in Q3 2020 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's Quest Diagnostics position peaked at $202K in Q3 2020.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.